U.S. Capital Wealth Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q3 | $10M | Sell |
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2025
Q2 | $8.95M | Sell |
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2025
Q1 | $9M | Sell |
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2024
Q4 | $7.7M | Buy |
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2023
Q2 | – | Sell |
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2023
Q1 | $450K | Sell |
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2022
Q4 | $810K | Sell |
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2022
Q3 | $1.16M | Hold |
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2022
Q2 | $1.49M | Buy |
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2022
Q1 | $1.73M | Buy |
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2021
Q4 | $1.53M | Sell |
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2021
Q3 | $2.38M | Buy |
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